P R O A C T I V E - P R O F E S S I O N A L - P R O G R E S S I V E
The Proview Financial Group of companies consists of a boutique accounting & taxation firm, a finance & mortgage broking firm and a financial planning & advisory firm. These three distinct companies provide full service solutions for small to medium sized business clients as well as to a variety of individual clients. We also provide professional consulting services to other accountants and financial advisory firms on a range of topics.
The Proview group of companies are well known for their professional and proactive approach and are considered by clients and other professionals within the industry to be amongst the very best.
Proview's three distinct divisions are:
Proview Accountants & Business Advisers Pty Ltd ABN 48 111 528 486
Proview Financial Solutions Pty Ltd ABN 78 122 645 434
Financial Advice
TRACEY BESTERS
BCom(Acc), Dip FS, PNA, SMSF Specialist Advisor® (SSA), AFP, FTIA
Director, Accountant and SMSF Specialist Advisor®, Financial Adviser, Authorised Representative Godfrey Pembroke Limited, Australian Financial Service Licensee
With over 15 years experience in Public Practice Accounting, Tracey has worked for Chartered (CA), Certified Practicing (CPA) and National Institute (NIA) Accounting firms. Tracey transitioned into holistic Financial Advice as a direct result of her passion for Self Managed Superannuation Funds Advice. Tracey was admitted as a Self-Managed Super Fund Specialist Advisor® (SMSF) in 2005 under the tutelage of one of Australia’s most renowned SMSF experts Mr Grant Abbott. She regularly participates in Professional Development training and educational courses relevant to the fields of Accounting and Financial Advice and holds the following qualifications and designations:
SMSF Specialist Advisor® (SSA)
Professional National Accountant (PNA) of the National Institute of Accountants (NIA)
Fellow of the Taxation Institute of Australia
Registered Tax Agent with the Taxation Board of Australia
Associate Member of the Financial Planning Association of Australia (AFP)
NIA Public Practice Certificate
Bachelor of Commerce (Accounting)
Diploma of Financial Services (DFS)
Justice of the Peace
Tracey Besters is an Authorised Representative of Godfrey Pembroke Limited (AR) number 289160.
JASON BESTERS
Dip FS(F/MBM), Dip FS(FP), Dip ML(Finsia), AMC, SA Fin
Director, Finance & Mortgage Consultant, Financial Adviser, Authorised Representative Godfrey Pembroke Limited, Australian Financial Service Licensee
Jason has over 6 years financial services & mortgage broking experience. Prior to entering the financial services industry, he held a variety of sales, business development and management roles within the Information Technology and Telecommunications industries in small, medium and large business operations. Jason brings a wealth of experience to his role and is very enthusiastic about the success of each client. Jason regularly participates in Professional Development training and educational courses relevant to the fields of Accounting, Financial Advice and Credit Advice. Jason holds the following qualifications and designations:
Senior Associate of the Financial Services Institute of Australia (SA Fin)
Accredited Mortgage Consultant (AMC) with the Mortgage & Finance Association of Australia (MFAA)
Diploma of Financial Services (Finance & Mortgage Broking Management)
Diploma of Financial Services (Financial Planning)
Diploma of Mortgage Lending (FINSIA)
Justice of the Peace
Jason Besters is an Authorised Representative of Godfrey Pembroke Limited (AR) number 302319.
GARRY CHARLESWORTH PNA, ATIA
Accountant
As a member of our Accounting Team, Garry assists a variety of individual and business clients. Garry’s responsibilities include the preparation of individual and business tax returns along with Business Activity Statements, Financial Reports, Bookkeeping and client training on various accounting packages.
Garry brings with him over 33 years experience, primarily in Financial Control/Management Accounting. More recently Garry successfully transitioned from corporate sector accounting to Public Practice and is an integral part of the Proview team.
Garry regularly participates in Professional Development training and educational courses relevant to the fields of Accounting and Taxation and holds the following qualifications and designations:
Professional National Accountant (PNA) of the National Institute of Accountants (NIA)
Associate Member of the Taxation Institute of Australia (ATIA)
Garry has successfully completed all 3 levels of the Taxation Institute of Australia's Structured Education Program, made up of Foundation Tax, Applied Tax and Advanced Tax.
Justice of the Peace
CAROL UNWIN
BCom(Acc)
Accountant
As a member of our Accounting Team
Carol
assist a variety of individual and business clients. Carol's
responsibilities include the preparation of individual and business tax
returns along with Business Activity Statements, Financial
Reports, Bookkeeping and client training on various accounting packages.
Carol has a Bachelor of Commerce (Accounting) and extensive experience within the Banking and Finance industry, Carol’s expertise is invaluable to the Proview team. In addition to public practice accounting her work experience includes 12 years in the Financial Markets division of the Commonwealth Bank and employment by an International import, distribution and manufacturing company.
Carol regularly participates in Professional Development training and educational courses relevant to the fields of Accounting, Taxation and Financial Advice. Carol has recently completed specialist Tax training through the Taxation Institute of Australia.
KELLY GOULD
Client Services Coordinator / Admin Support
Kelly brings with her years of experience in administration and customer service. Kelly has a bright and friendly disposition and is one of those responsible for the smooth running of the Proview business. She provides essential administration and support services to the Proview team and our clients.
KELLIE LAWRENCE
Client Services Coordinator / Front of house
Kellie joined our administration team early 2010.
Kellie is an administration professional and brings with her years of experience working in similar roles within the Accounting and Financial Services industries. Kellie fulfills a vital role within the Proview team by acting as an administration hub for all three business divisions as well as the first line of contact for clients.
Kellie is committed to best practice and excellent customer service. If you require an appointment with one of our specialist team members, please don't hesitate to contact Kellie as she maintains the electronic diaries of all Proview team members.
Coralie Collins
Trainee Accountant
The newest edition to our accounting team.
Coralie finished her HSC at Chevalier College in 2009 and started her Accounting Traineeship with Proview Accountants & Business Advisers Pty Ltd in January 2010.
Coralie is currently completing the Certificate IV in Financial Services (Accounting) via the Australian College of Commerce & Management while obtaining on the job experience and being mentored by experienced accountants.
